Andrew StevensCRD Number: 5951800
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Andrew Stevens (CRD# 5951800) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Sep 2013 - Current||4|
|Legend Securities, Inc.||New York, NY||Aug 2012 - Current||5|
|Legend Securities||New York, NY||Sep 2012 - Sep 2013||1|
|Hfp Capital Markets||New York, NY||Jun 2012 - Sep 2012||< 1|
|Unemployed||Succasunna, NJ||Jul 2012 - Aug 2012||< 1|
|Hfp Capital Markets||New York, NY||Jun 2012 - Jul 2012||< 1|
|School||Selinsgrove, PA||Sep 2011 - Jun 2012||< 1|
|Susquehanna University||Selinsgrove, PA||Aug 2011 - Jun 2012||< 1|
|Merrill Lynch||Paramus, NJ||Jun 2011 - Sep 2011||< 1|
|Merrill Lynch||Paramus, NJ||May 2011 - Aug 2011||< 1|
|School||Roxbury, NJ||Sep 2002 - Jun 2011||8|
|Susquehanna University||Selinsgrove, PA||Aug 2010 - May 2011||< 1|
|Randolph Township Parks Dept||Randolph, NJ||May 2010 - Aug 2010||< 1|
|Susquehanna University||Selmsgrove, PA||Aug 2008 - May 2010||1|
|Roxbury Public Schools||Succasunna, NJ||Aug 2002 - Aug 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.